What does CROWLEY WEALTH MANAGEMENT, INC. hold?

CROWLEY WEALTH MANAGEMENT, INC.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include NOV. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2055836.

Where does 13F Pro source CROWLEY WEALTH MANAGEMENT, INC.'s holdings?

All CROWLEY WEALTH MANAGEMENT, INC. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2055836. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is CROWLEY WEALTH MANAGEMENT, INC.'s 13F data updated on 13F Pro?

CROWLEY WEALTH MANAGEMENT, INC.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

CROWLEY WEALTH MANAGEMENT, INC.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2055836

Institutional-grade research for retail investors

13F Reported Value

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Holdings

Latest Filing

2025-12-31

Filing Quarter

Q4 2025

Portfolio Overview

CROWLEY WEALTH MANAGEMENT, INC. disclosed 1 positions worth $0 in its Form 13F-HR for Q4 2025, led by $NOV (NOV Inc.). During the quarter the fund opened 1 new position and exited 415 — including a new stake in $NOV and a full exit from $AAPL. The portfolio is most concentrated in Energy (0.0% of disclosed assets). All figures are sourced directly from CROWLEY WEALTH MANAGEMENT, INC.’s Form 13F-HR filing with the SEC under CIK 2055836.

AUM History

Quarterly Activity — Q4 2025

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Top Holdings

AI Quality Scored

NOV Inc.
$NOV
50.1#1,482
Quality
$00 sh

Company	Quality	Value	Shares
NOV Inc.$NOV	50.1#1,482	$0	0

Unlock AI quality scores for every holding

32-signal composite ranking on each of CROWLEY WEALTH MANAGEMENT, INC.'s 1 positions.

Showing top 1 of 1 holdings.

Sector Allocation

Energy

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Full Holdings — CROWLEY WEALTH MANAGEMENT, INC. (Q4 2025)

All 1 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$NOV	NOV Inc.	$0	—	NEW	50.1

New Positions (1)

$NOV NOV Inc.$0

Exited Positions (415)

$AAPL Apple Inc.

$TSLA Tesla, Inc.

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Available Analysis

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Quarter-over-quarter position changes

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Peer comparison with similar funds

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AI-Powered Hedge Fund Analysis: CROWLEY WEALTH MANAGEMENT, INC.

13F Pro is an AI hedge fund tracker and stock research platform. For CROWLEY WEALTH MANAGEMENT, INC. (SEC CIK: 2055836), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in CROWLEY WEALTH MANAGEMENT, INC.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.